Filed December 27, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,138 | $48,230-27.1% | $67,502-47.9% | $80,856-56.5% |
| Participation rate | 78.4% | 66.4%+12.0pp | 72.9%+5.5pp | 67.6%+10.7pp |
| Annual return | 7.33% | 18.28%-10.9pp | 3512.12%-3504.8pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,371 | $2,020-32.1% | $2,731-49.8% | $2,755-50.2% |
| Participant deferral / active EE | $3,593 | $2,924+22.9% | $4,000-10.2% | $4,296-16.4% |
| Admin fee / account holder | $20,349 | $3,681+452.8% | $3,998+409.0% | $6,918+194.2% |